SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 695 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,530,000 | -32.2% | 9,625 | -3.1% | 0.45% | -12.2% |
| Q4 2019 | $3,729,000 | +28.3% | 9,933 | +19.6% | 0.51% | +17.0% |
| Q3 2019 | $2,907,000 | +1.4% | 8,308 | +2.8% | 0.44% | +4.6% |
| Q2 2019 | $2,866,000 | +13.1% | 8,083 | +10.2% | 0.42% | +9.8% |
| Q1 2019 | $2,533,000 | +17.0% | 7,333 | +1.4% | 0.38% | +6.2% |
| Q4 2018 | $2,165,000 | -20.1% | 7,233 | -2.7% | 0.36% | -4.8% |
| Q3 2018 | $2,709,000 | +0.9% | 7,433 | -1.7% | 0.38% | -4.6% |
| Q2 2018 | $2,684,000 | +5.1% | 7,560 | +2.4% | 0.39% | +5.6% |
| Q1 2018 | $2,554,000 | +1.7% | 7,385 | +1.6% | 0.37% | -1.3% |
| Q4 2017 | $2,511,000 | +1.2% | 7,270 | -4.4% | 0.38% | -4.8% |
| Q3 2017 | $2,482,000 | +3.4% | 7,606 | +0.7% | 0.40% | +28.2% |
| Q2 2017 | $2,400,000 | +1.7% | 7,556 | 0.0% | 0.31% | -16.9% |
| Q1 2017 | $2,361,000 | +5.4% | 7,556 | +1.8% | 0.37% | 0.0% |
| Q4 2016 | $2,239,000 | +14.2% | 7,421 | +6.8% | 0.37% | +11.0% |
| Q3 2016 | $1,961,000 | +3.1% | 6,946 | -0.6% | 0.34% | +2.4% |
| Q2 2016 | $1,902,000 | – | 6,988 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |